Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307 Sell
10
-628
-98% -$19.3K ﹤0.01% 1467
2025
Q1
$21.6K Sell
638
-631
-50% -$21.3K 0.01% 458
2024
Q4
$37.5K Buy
1,269
+21
+2% +$621 0.02% 309
2024
Q3
$39.2K Buy
1,248
+32
+3% +$1.01K 0.02% 301
2024
Q2
$43.9K Sell
1,216
-407
-25% -$14.7K 0.02% 254
2024
Q1
$61.2K Buy
+1,623
New +$61.2K 0.03% 198
2022
Q1
Sell
-803
Closed -$21.4K 655
2021
Q4
$21.4K Buy
+803
New +$21.4K 0.02% 240